See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,638 | $73,933-42.3% | $96,683-55.9% | $75,163-43.3% |
| Participation rate | 81.4% | 66.4%+15.0pp | 74.3%+7.1pp | 67.2%+14.2pp |
| Annual return | 13.10% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $4,628 | $2,928+58.1% | $3,737+23.9% | $2,670+73.3% |
| Participant deferral / active EE | $1,907 | $3,659-47.9% | $4,878-60.9% | $4,125-53.8% |
| Admin fee / account holder | $2,383 | $5,216-54.3% | $6,730-64.6% | $5,651-57.8% |